Himat Patel, Registered Representative with Nylife Securities LLC

Himat Patel, Registered Representative with Nylife Securities LLC I am an Agent licensed to sell insurance through New York Life Insurance Company. These testimonials are no guarantee of future performance or success.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am also licensed as an Agent with New York Life Insurance Company and a Reg

istered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.
14677 Blazing Star Drive
Eastvale, CA 92880
909-539-8787

CA

09/07/2026

For couples, retirement planning often means preparing for the possibility that one partner may live significantly longer than expected. That can affect how retirement income is structured and how long assets may need to last.

Let's discuss how your retirement strategy is designed to support both of you over the long term.

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an i...
09/07/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're...
09/03/2026

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But...
09/03/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a ...
09/03/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

08/31/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current...
08/31/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4cPQHOm

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white ret...
08/27/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, accor...
08/27/2026

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, according to a recent NerdWallet survey.

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum pay...
08/27/2026

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum payment, according to a new report.

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